DCM
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Donaldson Capital Management’s Amphenol APH Stock Holding History

Donaldson Capital Management’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.35M Sell
26,504
-3,730
-12% -$525K 0.11% 86
2025
Q4 		$4.09M Sell
30,234
-8,486
-22% -$1.14M 0.13% 80
2025
Q3 		$4.79M Buy
+38,720
New +$4.25M 0.15% 77
2024
Q4 		– Sell
-3,181
Closed -$207K – 215
2024
Q3 		$207K Sell
3,181
-469
-13% -$30.4K 0.01% 207
2024
Q2 		$246K Sell
3,650
-192
-5% -$12.1K 0.01% 200
2024
Q1 		$222K Sell
3,842
-420
-10% -$22K 0.01% 197
2023
Q4 		$211K Sell
4,262
-1,526
-26% -$67.4K 0.01% 208
2023
Q3 		$243K Sell
5,788
-572
-9% -$24.6K 0.01% 207
2023
Q2 		$270K Buy
6,360
+1,112
+21% +$43.2K 0.01% 195
2023
Q1 		$214K Buy
+5,248
New +$207K 0.01% 210
2020
Q2 		– Sell
-17,756
Closed -$324K – 201
2020
Q1 		$324K Buy
17,756
+3,368
+23% +$80.3K 0.03% 152
2019
Q4 		$389K Buy
14,388
+3,668
+34% +$93.6K 0.03% 159
2019
Q3 		$259K Buy
10,720
+1,808
+20% +$41.7K 0.02% 182
2019
Q2 		$214K Buy
+8,912
New +$214K 0.02% 166

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Donaldson Capital Management's APH Position: Q1 2026 in Review

Donaldson Capital Management reduced its Amphenol (APH) stake by 12% in Q1 2026, selling an estimated $525K and leaving 26,504 shares worth $3.35M. The position accounts for 0.11% of the portfolio, ranked #86.

Donaldson Capital Management first reported a position in APH in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.79M in Q3 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Donaldson Capital Management held 26,504 shares of Amphenol worth $3.35M as of Q1 2026.
  • Donaldson Capital Management sold 3,730 Amphenol shares in Q1 2026, an estimated $525K.
  • Amphenol made up 0.11% of Donaldson Capital Management's portfolio in Q1 2026, its #86 holding.
  • Donaldson Capital Management first reported a position in Amphenol in Q2 2019 and has held it in 14 quarters since.
  • Donaldson Capital Management's Amphenol position peaked at $4.79M in Q3 2025.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.